Dopkins Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$381K Buy
13,900
+1,865
+15% +$50.7K 0.14% 64
2026
Q1
$327K Buy
+12,035
New +$320K 0.13% 68

Other funds holding HDV

Dopkins Wealth Management's HDV Position: Q2 2026 in Review

Dopkins Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 15% in Q2 2026, buying an estimated $50.7K and bringing the position to 13,900 shares worth $381K. The position accounts for 0.14% of the portfolio, ranked #64.

Dopkins Wealth Management first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Dopkins Wealth Management held 13,900 shares of iShares Core High Dividend ETF worth $381K as of Q2 2026.
  • Dopkins Wealth Management bought 1,865 iShares Core High Dividend ETF shares in Q2 2026, an estimated $50.7K.
  • iShares Core High Dividend ETF made up 0.14% of Dopkins Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Dopkins Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.